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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1801
Castleview Partners
Texas
$160K -$4.2K -23 -2%
EBA
1802
Eagle Bay Advisors
New York
$160K +$33.4K +183 +23%
PMFA
1803
Plante Moran Financial Advisors
Michigan
$160K +$163K +891 +1,024%
AWM
1804
Avior Wealth Management
Nebraska
$155K +$28.1K +154 +19%
CDIA
1805
Capital Directions Investment Advisors
Georgia
$152K -$170K -928 Closed
JEST
1806
JTC Employer Solutions Trustee
Jersey
$152K
IBOK
1807
Independence Bank of Kentucky
Kentucky
$150K +$7.31K +40 +5%
SOW
1808
State of Wyoming
Wyoming
$150K +$97.2K +532 +139%
TFP
1809
Tilia Fiduciary Partners
North Carolina
$149K -$8.4K -46 -5%
OCM
1810
Orion Capital Management
California
$143K
LWCFA
1811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K -$142K -776 -47%
CAC
1812
Core Alternative Capital
Georgia
$133K +$104K +572 +240%
DI
1813
Disciplined Investments
Oklahoma
$129K -$365 -2 -0.3%
Cohen & Steers
1814
Cohen & Steers
New York
$128K
FNBOSM
1815
First National Bank of South Miami
Florida
$127K -$21.7K -119 -13%
PB
1816
Pinnacle Bancorp
Nebraska
$126K
EW
1817
Evoke Wealth
California
$124K -$8.77K -48 -6%
ST
1818
Sageworth Trust
Pennsylvania
$123K
TCWA
1819
Ten Capital Wealth Advisors
Washington
$120K +$33.2K +182 +33%
FDCC
1820
Foster Dykema Cabot & Co
Massachusetts
$119K
TFGT
1821
TS Financial Group (TSFG)
Illinois
$117K -$731 -4 -0.6%
UIA
1822
Ulland Investment Advisors
Minnesota
$117K
GFPC
1823
Global Financial Private Client
Florida
$117K
PP
1824
Pacifica Partners
Canada
$115K
SIS
1825
Sound Income Strategies
Florida
$113K -$365 -2 -0.3%